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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,199 | $100,203-59.9% | $85,240-52.8% | $145,897-72.4% |
| Participation rate | 31.3% | 74.1%-42.9pp | 67.5%-36.3pp | 80.3%-49.1pp |
| Annual return | -20.07% | 84.28%-104.4pp | 66.75%-86.8pp | 552.29%-572.4pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $274 | $5,299-94.8% | $4,527-94.0% | $6,689-95.9% |
| Admin fee / account holder | $1,900 | $7,265-73.8% | $6,165-69.2% | $13,390-85.8% |